Microsoft’s new Outlook for Windows has a Rules feature, but it is not the Rules you know. The Outlook (new) ditches client-side rules entirely and replaces them with server-based rules only. That means several actions you may rely on today, like playing a sound alert, running a macro, printing a message, or applying rules to your Gmail or Yahoo account, simply no longer work. If you are considering switching to new Outlook, or Microsoft is nudging you to, here is exactly what has changed and what you will lose.
Rules in new Outlook are only ‘server based’, meaning they run on the Microsoft managed mailbox 24/7. No Outlook software has to be running (Windows or Mac) for rules to act on new messages.
New Outlook is really a web page pretending to be software, supporting only server-side rules that Exchange or Microsoft 365 can process without Outlook being open.
This is all part of Microsoft’s long-term strategy of moving as much as possible to their cloud-based services and making customers more reliant on Microsoft’s infrastructure.
Problems with new Outlook Rules
Server-side email rules are mostly a good thing but let’s look at what’s missing and changed from classic Outlook.
Actions not possible without Outlook software
Some old rule actions need Outlook software on the computer and aren’t possible with server-based rules.
- Play a sound
- Desktop alert
- Printing
- Run command for a script or VBA macro.
- Move messages to another mailbox or PST
Actions that should be possible with Server-Based Rules
Other rule actions that were available in previous versions of Outlook, have been dropped from new Outlook’s server-only rules. These are possible and Microsoft may add these actions but there’s no sign that they will.
- Flag messages
- Permanent Delete: only “Delete” aka move to Deleted Items is available.
Microsoft hosted mailboxes only
New Outlook software doesn’t have local “client” rules so there’s no way for the software to work with non-Microsoft mailboxes. That includes Gmail, Yahoo or any ISP based software.
- No rules for IMAP or POP3 connected accounts.
- Instead, check the browser-based access to that mailbox for rule options. Gmail calls them Filters.
Office Watch has strongly suggested that Outlook (new) NOT be used for non-Microsoft mailboxes like Gmail. See Beware the privacy trap in the Outlook (new)
Slightly changed rules
There are a few, very useful, rules that work slightly differently in their server-based version. That might explain why the new version of the rule has a different name. Both these rules are great for catching messages more widely than a specific sender or contact (which can change slightly over time).
- “With specific words in the sender’s address” is now “Sender address includes”
- “With specific words in the recipient’s address” is now “Recipient address includes.”
Rules not available
Microsoft has dropped some rule options from their server-side choices for checking incoming messages:
- Flagged for Action
- “Through the specified account”: all new Outlook rules are on a ‘per mailbox’ basis so there’s no place for checking messages by the mailbox they appeared in.
- Shared Mailboxes: New Outlook cannot set rules directly on shared mailboxes; an admin must configure server-side rules.
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